Realty Income (NYSE:O) Upgraded by Wall Street Zen to “Hold” Rating

27 Jan 2026, 01:44 by Doug Wharley · The Cerbat Gem

Wall Street Zen upgraded shares of Realty Income (NYSE:O – Free Report) from a sell rating to a hold rating in a report issued on Monday.

Several other analysts also recently commented on the company. Wells Fargo & Company increased their price objective on Realty Income from $59.00 to $60.00 and gave the stock an “equal weight” rating in a research note on Tuesday, November 25th. Royal Bank Of Canada increased their price target on Realty Income from $60.00 to $61.00 and gave the company an “outperform” rating in a research report on Tuesday, November 4th. Evercore ISI assumed coverage on Realty Income in a research note on Wednesday, October 1st. They set an “in-line” rating and a $62.00 price objective on the stock. Weiss Ratings reiterated a “hold (c)” rating on shares of Realty Income in a research note on Monday, December 29th. Finally, Barclays increased their target price on shares of Realty Income from $63.00 to $64.00 and gave the company an “equal weight” rating in a report on Wednesday, December 3rd. Four equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $62.71.

View Our Latest Stock Analysis on O

Realty Income Stock Performance

O opened at $60.43 on Monday. Realty Income has a 1-year low of $50.71 and a 1-year high of $61.95. The company has a market cap of $55.59 billion, a price-to-earnings ratio of 55.95, a PEG ratio of 3.90 and a beta of 0.80. The company’s fifty day moving average price is $57.95 and its two-hundred day moving average price is $58.28. The company has a current ratio of 1.53, a quick ratio of 1.53 and a debt-to-equity ratio of 0.72.

Realty Income (NYSE:O – Get Free Report) last issued its quarterly earnings data on Monday, November 3rd. The real estate investment trust reported $1.08 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.07 by $0.01. Realty Income had a net margin of 17.17% and a return on equity of 2.45%. The firm had revenue of $1.47 billion during the quarter, compared to analysts’ expectations of $1.35 billion. During the same period last year, the company earned $1.05 earnings per share. The business’s revenue was up 10.5% on a year-over-year basis. Realty Income has set its FY 2025 guidance at 4.250-4.270 EPS. On average, analysts expect that Realty Income will post 4.19 EPS for the current fiscal year.

Realty Income Dividend Announcement

The business also recently declared a monthly dividend, which will be paid on Friday, February 13th. Investors of record on Friday, January 30th will be given a dividend of $0.27 per share. The ex-dividend date is Friday, January 30th. This represents a c) annualized dividend and a yield of 5.4%. Realty Income’s dividend payout ratio is presently 300.00%.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Norges Bank purchased a new stake in shares of Realty Income during the 2nd quarter worth approximately $676,500,000. Vanguard Group Inc. grew its holdings in Realty Income by 2.5% during the second quarter. Vanguard Group Inc. now owns 146,136,211 shares of the real estate investment trust’s stock valued at $8,418,907,000 after purchasing an additional 3,624,852 shares during the period. Geode Capital Management LLC grew its holdings in Realty Income by 8.3% during the second quarter. Geode Capital Management LLC now owns 26,979,134 shares of the real estate investment trust’s stock valued at $1,548,687,000 after purchasing an additional 2,058,031 shares during the period. Schroder Investment Management Group increased its position in Realty Income by 420.0% in the second quarter. Schroder Investment Management Group now owns 2,139,550 shares of the real estate investment trust’s stock worth $123,259,000 after buying an additional 1,728,082 shares during the last quarter. Finally, State Street Corp raised its stake in shares of Realty Income by 2.1% in the third quarter. State Street Corp now owns 63,028,892 shares of the real estate investment trust’s stock valued at $3,831,526,000 after buying an additional 1,295,936 shares during the period. 70.81% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Realty Income

Here are the key news stories impacting Realty Income this week:

Positive Sentiment: Multiple income-stock roundups name Realty Income as a top dividend pick, reinforcing buy-and-hold interest from dividend investors; these recommendations can support demand for the shares. The 3 Dividend Stocks I Think Every Investor Should Own Right Now
Positive Sentiment: 24/7 Wall Street published an updated multi-year price forecast for O and highlighted its 5%+ yield and recent month-to-month gains — bullish research that can attract yield-seeking buyers. Realty Income (NYSE: O) Stock Price Prediction and Forecast 2026-2030 (February 2026)
Positive Sentiment: The Motley Fool ran several bullish pieces (including “1 REIT I’m buying and never selling” and a “5 reasons” feature) that praise Realty Income’s diversified portfolio, steady dividend and conservative financial profile — coverage that tends to support longer-term buying. 1 REIT I’m Buying in 2026 and Never Selling
Positive Sentiment: Additional Fool coverage positions Realty Income among “brilliant” long-term dividend holdings, reinforcing its reputation as a core income holding for conservative portfolios. 3 Brilliant Dividend Stocks to Buy Now and Hold for the Long Term
Neutral Sentiment: Zacks notes that Realty Income is a trending stock on its platform — increased retail attention can raise intraday volume and volatility but doesn’t guarantee a directional catalyst. Realty Income Corporation (O) Is a Trending Stock: Facts to Know Before Betting on It
Neutral Sentiment: A broader Motley Fool roundup of top dividend names included Realty Income themes (stable payout, slow-growth REIT profile); such list pieces keep the stock on watchlists but are not immediate catalysts. The Best Dividend Stocks to Buy and Hold Forever
Negative Sentiment: A Benzinga analysis reminds investors that the “BBB cliff” (credit-rating/downgrade risk) still matters for Realty Income — potential rating pressure could raise borrowing costs and compress returns, a downside risk for the dividend and valuation. Why Realty Income Sits Several Notches Above The BBB Cliff—And Why That Cliff Still Matters

Realty Income Company Profile

(Get Free Report)

Realty Income Corporation (NYSE: O) is a real estate investment trust (REIT) that acquires, owns and manages commercial properties subject primarily to long-term net lease agreements. The company’s business model focuses on generating predictable, contractual rental income by leasing properties to tenants under agreements that typically place responsibility for taxes, insurance and maintenance on the tenant. Realty Income is publicly traded on the New York Stock Exchange and markets itself as a reliable income-oriented REIT.